| Stock | Move | Managers | Total | Largest |
|---|
C CPNGCoupang, Inc. | new | 10 | +64.93 pp | Maverick +47.20 pp |
B BABAAlibaba Group Holding Limited | new | 9 | +50.59 pp | Daily Jrnl +19.02 pp |
A AFRMAffirm Holdings, Inc. Class A | new | 7 | +5.37 pp | Durable +2.69 pp |
B BMBLBumble Inc. Class A | new | 6 | +1.20 pp | Altimeter +0.47 pp |
X XMQualtrics International Inc. Class A | new | 6 | +1.73 pp | Jericho +0.87 pp |
| A—Altimeter Growth Corp 2 | new | 6 | +0.77 pp | Appaloosa +0.22 pp |
A APAAPA Corporation | new | 5 | +1.68 pp | Oakmark +0.64 pp |
I IFFInternational Flavors & Fragrances Inc. | new | 5 | +5.13 pp | Baupost +2.34 pp |
| L—Liberty Media Acquisition Co | new | 5 | +0.83 pp | Conifer +0.62 pp |
O OSCROscar Health, Inc. | new | 5 | +2.13 pp | Coatue +0.93 pp |
| T—Tishman Speyer Innovation Co | new | 5 | +0.22 pp | D1 +0.10 pp |
T TBAThoma Bravo Advantage-cl A | new | 5 | +1.31 pp | Maverick +0.40 pp |
S STLAStellantis N.V. | new | 5 | +20.06 pp | Conifer +19.68 pp |
M METAMeta Platforms, Inc. Class A | added | 23 | +20.07 pp | AltaRock +4.78 pp |
A AMZNAmazon.Com Inc | added | 14 | +13.90 pp | Soros +4.54 pp |
M MSFTMicrosoft Corp | added | 14 | +8.21 pp | TCI +3.57 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 13 | +3.70 pp | Greenberg +0.89 pp |
V VVISA Inc. | added | 13 | -1.74 pp | Vulcan +1.00 pp |
| BBABAAlibaba Group Holding Limited | added | 12 | +14.21 pp | Conifer +12.22 pp |
G GOOGAlphabet Inc. Class C | added | 11 | +8.69 pp | Baupost +3.51 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 9 | +1.30 pp | Yacktman +1.64 pp |
B BMYBristol-Myers Squibb Co. | added | 9 | +1.63 pp | Viking +0.55 pp |
C CMCSAComcast Corp | added | 9 | +0.06 pp | Torray +0.34 pp |
M MAMastercard Incorporated | added | 9 | +0.73 pp | Egerton +0.52 pp |
G GOOGLAlphabet Inc. Class A | added | 8 | +9.62 pp | Kensico +3.55 pp |
C CVSCvs Health Corporation | added | 8 | +1.09 pp | Muhlenkamp +0.50 pp |
F FISVFiserv, Inc. | added | 8 | +4.65 pp | Oakmark +1.41 pp |
P PEPPepsiCo, Inc. | added | 8 | -0.38 pp | Matrix +0.82 pp |
S SHOPShopify Inc. Class A subordinate voting shares | added | 8 | +1.88 pp | ARK +0.91 pp |
W WFCWells Fargo & Co. | added | 8 | +2.89 pp | Davis +1.14 pp |
A ADBEAdobe Inc. | added | 7 | +3.43 pp | Akre +1.10 pp |
C CSCOCisco Systems, Inc. (DE) | added | 7 | +0.49 pp | Hillman +0.22 pp |
M MCOMoody's Corporation | added | 7 | +0.50 pp | AKO +0.59 pp |
P PGProcter & Gamble Company | added | 7 | -0.46 pp | Jensen +0.41 pp |
S SPGIS&P Global Inc. | added | 7 | +5.29 pp | TCI +3.45 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | +0.97 pp | Giverny +0.40 pp |
S SNOWSnowflake Inc. | added | 7 | +33.34 pp | Altimeter +28.12 pp |
X XYZBlock, Inc. | added | 7 | +2.99 pp | ShawSpring +0.91 pp |
T TMOThermo Fisher Scientific, Inc. | added | 7 | +1.97 pp | Viking +1.07 pp |
B BNYBank of New York Mellon Corporation | added | 6 | -0.04 pp | Brandes +0.10 pp |
G GDGeneral Dynamics Corporation | added | 6 | +2.37 pp | Oakmark +0.66 pp |
I INTUIntuit Inc | added | 6 | +0.23 pp | Durable +0.33 pp |
J JNJJohnson & Johnson | added | 6 | -0.15 pp | Jensen +0.15 pp |
| N—New Oriental Ed & Tech Grp I | added | 6 | -0.08 pp | D1 +2.24 pp |
O ORCLOracle Corp | added | 6 | +0.14 pp | Causeway +0.18 pp |
P PFEPfizer Inc. | added | 6 | +0.39 pp | Hillman +0.52 pp |
S SESea Limited | added | 6 | +3.57 pp | Coatue +1.58 pp |
N NOWServicenow, Inc. | added | 6 | +1.66 pp | Jericho +1.44 pp |
T TWLOTwilio Inc. | added | 6 | +4.24 pp | Jericho +2.46 pp |
V VZVerizon Communications | added | 6 | +0.79 pp | Hillman +0.56 pp |
Z ZMZoom Communications, Inc. Class A | added | 6 | +2.91 pp | Altimeter +1.07 pp |
A AONAon plc Class A | added | 6 | +1.91 pp | Weitz +1.01 pp |
A ACNAccenture PLC | added | 6 | +0.36 pp | Polen +0.21 pp |
B BKNGBooking Holdings Inc. | added | 5 | +0.13 pp | Causeway +0.69 pp |
C CSGPCoStar Group Inc | added | 5 | -0.64 pp | Baillie +0.28 pp |
C CRWDCrowdStrike Holdings, Inc. Class A | added | 5 | -0.03 pp | Baillie 0.00 pp |
E EFXEquifax, Incorporated | added | 5 | -0.21 pp | Baillie 0.00 pp |
X XOMExxon Mobil Corp | added | 5 | +1.22 pp | Hillman +0.60 pp |
G GILDGilead Sciences Inc | added | 5 | +0.57 pp | Matrix +0.43 pp |
| G—Glaxosmithkline PLC | added | 5 | +3.92 pp | Hillman +3.52 pp |
I INTCIntel Corp | added | 5 | +4.97 pp | Baupost +3.53 pp |
K KKRKKR & Co. Inc. | added | 5 | +1.23 pp | Akre +0.87 pp |
M MRKMerck & Co., Inc. | added | 5 | -0.51 pp | Brandes +0.12 pp |
N NFLXNetFlix Inc | added | 5 | -1.12 pp | Baron -0.01 pp |
N NVSNovartis AG | added | 5 | -0.05 pp | Causeway +0.13 pp |
N NVDANvidia Corp | added | 5 | +0.48 pp | Baillie +0.26 pp |
P PGRProgressive Corporation | added | 5 | +2.42 pp | Wedgewood +1.62 pp |
Q QCOMQualcomm Inc | added | 5 | -0.77 pp | Soros +0.09 pp |
S SSNCSS&C Technologies Inc | added | 5 | -0.37 pp | FPA 0.00 pp |
C CRMSalesforce, Inc. | added | 5 | +4.43 pp | Greenlea +2.84 pp |
S SBUXStarbucks Corp | added | 5 | -0.17 pp | Jensen +0.05 pp |
M MMM3M Company | added | 5 | +0.42 pp | Jensen +0.41 pp |
T TFCTruist Financial Corporation | added | 5 | +1.20 pp | Tweedy +0.76 pp |
Z ZZillow Group, Inc. Class C | added | 5 | +1.18 pp | Third Point +0.40 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 24 | -4.13 pp | Dorsey -3.86 pp |
| MMSFTMicrosoft Corp | trimmed | 24 | -13.01 pp | Duquesne -4.79 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 21 | -3.26 pp | Greenberg -4.24 pp |
D DISThe Walt Disney Company | trimmed | 17 | -11.41 pp | D1 -2.39 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 17 | -17.59 pp | Himalaya -5.92 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 15 | -3.19 pp | H&H -2.16 pp |
J JPMJPMorgan Chase & Co. | trimmed | 13 | -4.73 pp | Viking -2.56 pp |
| VVVISA Inc. | trimmed | 13 | -12.56 pp | Triple Frond -4.02 pp |
| AAMZNAmazon.Com Inc | trimmed | 12 | -8.15 pp | Duquesne -2.12 pp |
A AAPLApple Inc. | trimmed | 12 | -2.66 pp | Wedgewood -1.40 pp |
B BACBank of America Corporation | trimmed | 12 | -1.79 pp | H&H -1.06 pp |
| MMAMastercard Incorporated | trimmed | 11 | -7.15 pp | Russo -2.41 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 11 | -10.02 pp | Coatue -2.09 pp |
| WWFCWells Fargo & Co. | trimmed | 11 | +0.93 pp | Chou -1.02 pp |
| CCMCSAComcast Corp | trimmed | 10 | -1.19 pp | Sound Shore -0.61 pp |
U USBU.S. Bancorp | trimmed | 10 | -1.63 pp | Check -2.41 pp |
A AXPAmerican Express Company | trimmed | 9 | -2.67 pp | Maverick -2.00 pp |
B BIDUBaidu, Inc. | trimmed | 9 | -12.32 pp | Causeway -7.19 pp |
| BBKNGBooking Holdings Inc. | trimmed | 9 | -6.45 pp | Altimeter -2.63 pp |
K KMXCarMax Inc. | trimmed | 9 | +3.83 pp | Check -0.08 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 9 | -3.48 pp | Whale Rock -1.71 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 9 | -0.11 pp | Dodge & Cox -0.17 pp |
| AADBEAdobe Inc. | trimmed | 8 | -2.92 pp | Maverick -1.41 pp |
| G—General Electric Co | trimmed | 8 | -6.27 pp | Hillman -3.07 pp |
G GSGoldman Sachs Group Inc. | trimmed | 8 | +3.58 pp | Chou -1.00 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 8 | -2.06 pp | Greenberg -2.96 pp |